The Greater Kanawha Valley Foundation

Council Information

Please open attachment under the "Documents" tab for membership application:

CHARLESTON ESTATE
PLANNING COUNCIL
Affiliated with the National Association of Estate Planning & Councils
 
APPLICATION FOR MEMBERSHIP
 
The undersigned hereby applies for membership in the Charleston Estate Planning Council:
 
            NAME             _______________________________________________________
 
            ADDRESS       _______________________________________________________
 
            HOME TELEPHONE             ___________________________________________
 
            EMAIL ADDRESS                  ___________________________________________
 
 
Profession (check one)
 
_____Attorney     _____CPA     _____CLU     _____Trust Officer     _____Other*
* If “other” is checked, please attach a short narrative of your involvement in estate planning.
 
           
            FIRM               _______________________________________________________
 
            ADDRESS       _______________________________________________________
 
            TELEPHONE              _________________________________________________
 
            EMAIL ADDRESS      _________________________________________________
 
 
                                                                        _____________________________________
                                                                                            SIGNATURE
 
                                                                        _____________________________________
                                                                                                DATE
 
 
Please mail this application with a check in the amount of $160 made payable to Charleston Estate Planning Council to:
 
Charleston Estate Planning Council
PO Box 326
Charleston, WV 25322
 
Board of Directors – 2018-2019
Martha M. Hall, President                        James Hudnall, Board Member
Terry S. Mathias, Vice President             James O'Conner, Board Member
Edward J. Bailey, Secretary                    Ruth A. Still, Board Member
Jennifer G. Willits, Treasurer                   J.E. White, Jr., Board Member
 
 
 
 
 Please open attachment for dues notice:
 
CHARLESTON ESTATE
PLANNING COUNCIL
Affiliated with the National Association of Estate Planning & Councils
 
DUES STATEMENT – 2018-2019
 
 
 
            NAME             _______________________________________________________
 
            NAME OF EMPLOYER         ___________________________________________
 
            ADDRESS       _______________________________________________________
 
            TELEPHONE                         ___________________________________________
 
            EMAIL ADDRESS                  ___________________________________________
 
            DUES PAYABLE                    $160   
 
 
 
 
Benefits of Council Membership Included in Annual Dues:
 
1.    Four meetings with excellent program
2.    Meals and beverages at each meeting
3.    Discount on “Trusts and Estates” magazine
4.    Personal listing on website
5.    Affiliation with National Association of Estate Planners and Councils
 
Please remit checks and dues forms by November 1 to:
 
Charleston Estate Planning Council
PO Box 326
Charleston, WV 25322
 
Board of Directors – 2018-2019
                                                        
Mary Hall, President                             James Hudnall, Board Member
Terry Mathias, Vice President              James O'Conner, Board Member
Edward J. Bailey, Secretary                 Ruth Still, Board Member
Jen Willits, Treasurer                          James O'Conner, Board Member
           
                                  
 
The dates of the 2018-2019 scheduled meetings are as follows:
January 17, 2019
March 21, 2019
May 16, 2019
 
Please mark your calendars accordingly.
 
Also, please check your personal contact information including e-mail addresses to confirm that this information is correct. This will ensure that you are receiving the updated estate planning e-mails and notices of all meetings.
 
Please include the name of any guests with your reservations.
 
If you have not paid your membership for 2018-2019, an application for renewal or for new members is attached. The fee for membership is $160.
 
Dues must be received by the 2nd week of October to be included in The Charleston Gazette during National Estate Planning Awareness week and Wills week.